Coppell Advisory Solutions LLC Belpointe Prep, LLC Transaction History
Coppell Advisory Solutions LLC
- $716 Billion
- Q4 2024
A detailed history of Coppell Advisory Solutions LLC transactions in Belpointe Prep, LLC stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 3,584 shares of OZ stock, worth $229,017. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,584
Previous 3,589
0.14%
Holding current value
$229,017
Previous $252 Million
8.08%
% of portfolio
0.04%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding OZ
# of Institutions
50Shares Held
1.41MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC298KShares$19.1 Million1.52% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management256KShares$16.4 Million0.54% of portfolio
-
Precision Wealth Strategies, LLC236KShares$15.1 Million18.72% of portfolio
-
United Asset Strategies, Inc. Garden City, NY86.9KShares$5.56 Million0.62% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ55KShares$3.51 Million0.01% of portfolio
About Belpointe PREP, LLC
- Ticker OZ
- Exchange NYSE
- Sector Real Estate
- Industry Real Estate—Development
- Shares Outstandng 3,413,450
- Market Cap $218M
- Description
- Belpointe PREP, LLC focuses on identifying, acquiring, developing or redeveloping, and managing commercial real estate properties in the United States. It also intends to invest in and manage a real estate-related assets, including commercial real estate loans and mortgages; and debt and equity securities issued by other real estate-related comp...